SC

Syon Capital Portfolio holdings

AUM $2.01B
1-Year Est. Return 25.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$23M
3
+$20.5M
4
XYZ
Block Inc
XYZ
+$12.6M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$11.3M

Top Sells

1
+$15.6M
2
+$14.3M
3
+$11.3M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$9.55M
5
CMF icon
iShares California Muni Bond ETF
CMF
+$7.79M

Sector Composition

1 Technology 17.3%
2 Consumer Discretionary 8.56%
3 Financials 7.91%
4 Communication Services 7.37%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$543K 0.04%
9,689
+5,947
352
$540K 0.04%
1,321
+393
353
$538K 0.04%
+7,221
354
$538K 0.04%
12,411
-606
355
$538K 0.04%
3,595
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356
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+9,218
357
$535K 0.04%
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358
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6,038
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359
$531K 0.04%
1,703
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360
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+7,490
361
$528K 0.04%
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362
$525K 0.03%
33,981
+6,025
363
$524K 0.03%
17,108
-2,704
364
$524K 0.03%
4,873
+981
365
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366
$519K 0.03%
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367
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368
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2,368
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369
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370
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371
$511K 0.03%
24,558
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372
$501K 0.03%
11,054
-339
373
$501K 0.03%
+2,990
374
$501K 0.03%
1,941
+593
375
$501K 0.03%
5,575
+21
13 14
15
16 17